SCHWAB STRATEGIC TRUST - SCHE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | No change | 21,086,695 | 764,603 | 0.45% | 0.45% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 15,123,069 | 548,362 | 0.97% | 0.97% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 9,474,823 | 343,557 | 0.33% | 0.33% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 3,415,025 | 123,828 | 0.14% | 0.14% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,178,103 | 115,238 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,169,433 | 114,923 | 3.77% | 3.77% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 2,945,288 | 105,853 | 0.31% | 0.31% | 7 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,351,762 | 84,083 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REBALANCE, LLC | History | No change | 2,298,258 | 83,334 | 4.37% | 4.37% | 9 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MORGAN STANLEY | History | No change | 2,289,500 | 83,017 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orgel Wealth Management, LLC | History | No change | 2,198,585 | 79,720 | 1.51% | 1.51% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,118,024 | 76,799 | 0.67% | 0.67% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,941,101 | 70,384 | 0.52% | 0.52% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,761,499 | 63,871 | 0.3% | 0.3% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | No change | 1,737,850 | 63,014 | 1.86% | 1.86% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Charles Schwab Trust Co | History | No change | 1,651,919 | 59,898 | 3.34% | 3.34% | 16 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,564,651 | 56,717 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,572,456 | 56,514 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,548,538 | 56,150 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 1,540,632 | 55,826 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 1,517,959 | 55,329 | 4.37% | 4.28% | 21 | -711 | -0.05% | Q3 2026 | Oct 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,489,129 | 53,995 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 1,446,830 | 52,462 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 1,444,034 | 52,360 | 7.46% | 7.46% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,391,990 | 50,473 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,311,736 | 46,995 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fund Evaluation Group, LLC | History | No change | 1,153,361 | 41,820 | 1.13% | 1.13% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 1,095,808 | 39,733 | 5.68% | 5.68% | 28 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waverly Advisors, LLC | History | No change | 1,017,905 | 36,909 | 0.21% | 0.21% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,005,812 | 36,470 | 0.2% | 0.2% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 992,925 | 36,003 | 15.49% | 15.49% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 960,587 | 34,830 | 0.84% | 0.84% | 32 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 901,137 | 32,686 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 893,714 | 32,406 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 857,565 | 31,092 | 0.28% | 0.28% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 823,721 | 29,868 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBK Sorce Advisory LLC | History | No change | 768,693 | 28,203 | 0.53% | 0.53% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCS Capital Management LLC | History | No change | 737,603 | 26,745 | 0.25% | 0.25% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 694,776 | 25,194 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 682,534 | 24,748 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 644,048 | 23,353 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 636,075 | 23,064 | 0.28% | 0.28% | 42 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 623,170 | 22,596 | 2.62% | 2.62% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 93 Financial Group, LLC | History | No change | 617,288 | 22,382 | 8.84% | 8.84% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 518,521 | 18,802 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 507,913 | 18,416 | 3.9% | 3.9% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TruNorth Capital Management, LLC | History | No change | 496,715 | 18,010 | 2.89% | 2.89% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 492,388 | 17,853 | 1.1% | 1.1% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 480,364 | 17,418 | 0.21% | 0.21% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alliance Wealth Management Group | History | No change | 476,643 | 17,283 | 3.36% | 3.36% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 476,643 | 17,283 | 2.41% | 2.41% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Boyd Wealth Management, LLC | History | No change | 465,589 | 16,882 | 6.39% | 6.39% | 52 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Savant Capital, LLC | History | No change | 473,499 | 16,397 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 440,417 | 15,969 | 0.23% | 0.23% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Procyon Advisors, LLC | History | No change | 428,341 | 15,531 | 0.67% | 0.67% | 55 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 414,790 | 15,040 | 3.41% | 3.41% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 412,214 | 14,946 | 0.52% | 0.52% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 406,323 | 14,733 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 394,360 | 14,299 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 385,249 | 13,969 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gemmer Asset Management LLC | History | No change | 382,946 | 13,885 | 0.93% | 0.93% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 379,309 | 13,753 | 3.32% | 3.32% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 366,286 | 13,281 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 356,904 | 12,941 | 0.28% | 0.28% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 356,824 | 12,938 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 354,874 | 12,867 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 352,038 | 12,765 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 342,049 | 12,402 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 339,687 | 12,317 | 0.79% | 0.79% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 332,463 | 12,055 | 0.48% | 0.48% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HC Advisors, LLC | History | No change | 328,318 | 11,904 | 7.23% | 7.23% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 328,242 | 11,902 | 2.63% | 2.63% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SigFig Wealth Management, LLC | History | No change | 326,107 | 11,720 | 0.31% | 0.31% | 73 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BIP Wealth, LLC | History | No change | 322,953 | 11,710 | 0.33% | 0.33% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 322,229 | 11,684 | 0.46% | 0.46% | 75 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 312,716 | 11,339 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 305,719 | 11,085 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 295,212 | 10,704 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steele Capital Management, Inc. | History | No change | 287,095 | 10,410 | 0.38% | 0.38% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Seneca Financial Advisors LLC | History | No change | 285,421 | 10,349 | 2.69% | 2.69% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 273,776 | 9,927 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 272,774 | 9,890 | 0.18% | 0.18% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invst, LLC | History | No change | 272,075 | 9,865 | 0.96% | 0.96% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garde Capital, Inc. | History | No change | 271,769 | 9,854 | 0.44% | 0.44% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Boltwood Capital Management | History | Added to | 269,370 | 9,818 | 2.21% | 2.19% | 85 | +5,242 | 1.98% | Q3 2026 | Oct 02, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 269,821 | 9,783 | 0.38% | 0.38% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BALLAST ADVISORS LLC | History | No change | 269,165 | 9,759 | 2.33% | 2.33% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 265,946 | 9,643 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | No change | 262,436 | 9,584 | 0.26% | 0.26% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apriem Advisors | History | No change | 260,903 | 9,460 | 0.82% | 0.82% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| L2 Asset Management, LLC | History | No change | 260,114 | 9,431 | 0.98% | 0.98% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 248,447 | 9,008 | 0.18% | 0.18% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 245,329 | 8,895 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| McAdam, LLC | History | No change | 243,281 | 8,821 | 0.34% | 0.34% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 232,125 | 8,416 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 230,053 | 8,341 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 229,545 | 8,323 | 0.18% | 0.18% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 227,823 | 8,260 | 0.92% | 0.92% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIERRA OCEAN, LLC | History | No change | 226,424 | 8,210 | 5.68% | 5.68% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 220,246 | 7,986 | 1.67% | 1.67% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Payne Capital Management, LLC | History | No change | 216,012 | 7,832 | 2.09% | 2.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sherwood Financial Partners, LLC | History | No change | 215,853 | 7,826 | 6.3% | 6.3% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 212,702 | 7,712 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 210,697 | 7,639 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Courage Miller Partners, LLC | History | No change | 208,377 | 7,555 | 1.99% | 1.99% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 202,394 | 7,338 | 0.96% | 0.96% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 200,099 | 7,255 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 199,126 | 7,220 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 197,709 | 7,168 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 196,787 | 7,135 | 1.44% | 1.44% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bangor Savings Bank | History | No change | 196,346 | 7,119 | 0.52% | 0.52% | 111 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WBH ADVISORY INC | History | No change | 196,138 | 7,111 | 0.48% | 0.48% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strid Group, LLC | History | No change | 195,919 | 7,104 | 0.79% | 0.79% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 194,437 | 7,050 | 2.42% | 2.42% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 190,946 | 6,923 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 190,814 | 6,918 | 2.34% | 2.34% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, LLC | History | No change | 182,738 | 6,626 | 0.36% | 0.36% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 182,361 | 6,612 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 182,055 | 6,601 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| St. Louis Trust Co | History | No change | 231,273 | 6,536 | 0.75% | 0.75% | 120 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Guardian Financial Partners, LLC | History | No change | 175,255 | 6,354 | 2.47% | 2.47% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | No change | 174,945 | 6,343 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 173,636 | 6,296 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 173,074 | 6,275 | 2.16% | 2.16% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 172,279 | 6,246 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 171,345 | 6,212 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVW Advisors, LLC | History | No change | 166,689 | 6,044 | 0.52% | 0.52% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 166,356 | 6,032 | 0.61% | 0.61% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brightwater Advisory LLC | History | No change | 163,176 | 5,916 | 3.74% | 3.74% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDELIS iM, LLC | History | No change | 162,602 | 5,895 | 2.01% | 2.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 161,907 | 5,870 | 1.12% | 1.12% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 161,541 | 5,857 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 159,070 | 5,767 | 0.33% | 0.33% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Joule Financial, LLC | History | No change | 158,537 | 5,748 | 1.56% | 1.56% | 134 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 157,786 | 5,721 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fairway Financial, LLC | History | No change | 157,507 | 5,711 | 3.91% | 3.91% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wakefield Asset Management LLLP | History | No change | 157,251 | 5,701 | 1.28% | 1.28% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 157,138 | 5,697 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Capital Management LLC | History | No change | 156,693 | 5,681 | 0.64% | 0.64% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 154,889 | 5,616 | 0.12% | 0.12% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 153,041 | 5,549 | 0.19% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 151,894 | 5,507 | 0.45% | 0.45% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 148,818 | 5,396 | 0.27% | 0.27% | 143 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Plum Street Advisors, LLC | History | No change | 148,522 | 5,385 | 1.72% | 1.72% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 163,050 | 5,372 | 0.46% | 0.46% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 146,906 | 5,326 | 1.36% | 1.36% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 159,767 | 5,270 | 4.95% | 4.95% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 144,574 | 5,242 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 144,545 | 5,241 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 144,347 | 5,234 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 142,657 | 5,172 | 0.98% | 0.98% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 140,532 | 5,095 | 0.43% | 0.43% | 152 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prota Financial, LLC | History | No change | 140,368 | 5,051 | 3.33% | 3.33% | 153 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| True Freedom Investing, LLC | History | No change | 151,319 | 4,985 | 0.39% | 0.39% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 134,104 | 4,862 | 0.23% | 0.23% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| White & Co Financial Planning Inc | History | No change | 133,457 | 4,839 | 3.0% | 3.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 132,708 | 4,811 | 2.67% | 2.67% | 157 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gleason Group, Inc. | History | No change | 132,055 | 4,788 | 0.42% | 0.42% | 158 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 130,424 | 4,729 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversified Enterprises, LLC | History | No change | 129,103 | 4,681 | 0.23% | 0.23% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marotta Asset Management | History | Reduced | 126,952 | 4,627 | 0.79% | 0.77% | 161 | -1,880 | -1.46% | Q3 2026 | Oct 02, 2026 |
| Creekside Partners | History | No change | 126,036 | 4,570 | 1.65% | 1.65% | 162 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 125,546 | 4,552 | 1.81% | 1.81% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Jacobs Equity LLC | History | No change | 124,291 | 4,506 | 3.11% | 3.11% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 123,972 | 4,495 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 123,057 | 4,462 | 1.63% | 1.63% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 122,438 | 4,439 | 1.19% | 1.19% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 121,568 | 4,408 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 121,536 | 4,406 | 1.36% | 1.36% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Asset Allocation Strategies LLC | History | No change | 121,251 | 4,396 | 0.68% | 0.68% | 170 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 122,108 | 4,375 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seek First Inc. | History | No change | 120,559 | 4,371 | 2.76% | 2.76% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TPG Advisors LLC | History | No change | 119,916 | 4,348 | 2.39% | 2.39% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GeoWealth Management, LLC | History | No change | 119,538 | 4,334 | 0.14% | 0.14% | 174 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RKL Wealth Management LLC | History | No change | 118,673 | 4,303 | 0.34% | 0.34% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 118,674 | 4,303 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cascade Financial Partners, LLC | History | No change | 115,854 | 4,200 | 0.36% | 0.36% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonekeep Investments, LLC | History | No change | 114,773 | 4,162 | 2.42% | 2.42% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 114,762 | 4,161 | 2.26% | 2.26% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bleakley Financial Group, LLC | History | No change | 114,674 | 4,158 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ethos Financial Group, LLC | History | No change | 118,329 | 4,127 | 0.28% | 0.28% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 113,376 | 4,111 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 112,962 | 4,095 | 0.16% | 0.16% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 113,288 | 4,059 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Orcam Financial Group | History | No change | 111,359 | 4,037 | 1.97% | 1.97% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 111,172 | 4,031 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 108,220 | 3,924 | 0.27% | 0.27% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MYECFO, LLC | History | No change | 107,761 | 3,907 | 1.47% | 1.47% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 107,569 | 3,900 | 0.3% | 0.3% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sollinda Capital Management LLC | History | No change | 105,702 | 3,832 | 0.82% | 0.82% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pioneer Wealth Management Group | History | No change | 105,175 | 3,813 | 0.92% | 0.92% | 191 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 104,948 | 3,805 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hamilton Capital, LLC | History | No change | 104,812 | 3,800 | 0.19% | 0.19% | 193 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sonoma Allocations LLC | History | No change | 95,877 | 3,794 | 1.18% | 1.18% | 194 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Destination Wealth Management | History | No change | 104,050 | 3,772 | 0.09% | 0.09% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arnold Financial Planning LLC | History | No change | 102,585 | 3,719 | 2.77% | 2.77% | 196 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| North Forty Two & Co. | History | No change | 101,376 | 3,675 | 3.12% | 3.12% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kathmere Capital Management, LLC | History | No change | 99,483 | 3,607 | 0.19% | 0.19% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Omega Financial Group, LLC | History | No change | 98,889 | 3,585 | 1.09% | 1.09% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | No change | 97,635 | 3,540 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BCK Partners, Inc. | History | No change | 96,763 | 3,508 | 1.69% | 1.69% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Nikulski Financial, Inc. | History | No change | 96,382 | 3,494 | 0.75% | 0.75% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lee Financial Co | History | No change | 95,863 | 3,475 | 0.44% | 0.44% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 95,236 | 3,453 | 1.44% | 1.44% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Curbstone Financial Management Corp | History | No change | 91,144 | 3,304 | 0.56% | 0.56% | 205 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 89,994 | 3,263 | 1.7% | 1.7% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 89,816 | 3,256 | 0.12% | 0.12% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Accurate Wealth Management, LLC | History | No change | 89,083 | 3,253 | 0.31% | 0.31% | 208 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Soltis Investment Advisors LLC | History | No change | 85,922 | 3,115 | 0.17% | 0.17% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allen Capital Group, LLC | History | No change | 85,600 | 3,103 | 0.25% | 0.25% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 84,959 | 3,080 | 0.75% | 0.75% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 84,687 | 3,070 | 0.24% | 0.24% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capital Analysts, LLC | History | No change | 82,960 | 3,008 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 81,637 | 2,960 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 81,325 | 2,947 | 0.34% | 0.34% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 81,218 | 2,944 | 0.29% | 0.29% | 216 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Chesapeake Wealth Management | History | No change | 80,879 | 2,932 | 0.82% | 0.82% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Williams Financial, LLC | History | No change | 80,438 | 2,916 | 1.51% | 1.51% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Management Group, Inc. | History | No change | 80,322 | 2,912 | 0.43% | 0.43% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBE Wealth Management, LLC | History | No change | 79,015 | 2,865 | 1.01% | 1.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 78,620 | 2,850 | 0.25% | 0.25% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 78,365 | 2,841 | 0.15% | 0.15% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tortoise Investment Management, LLC | History | No change | 77,970 | 2,827 | 0.21% | 0.21% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 77,017 | 2,792 | 0.83% | 0.83% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arcataur Capital Management LLC | History | No change | 76,536 | 2,775 | 0.69% | 0.69% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strive Financial Group ,LLC | History | No change | 75,180 | 2,726 | 1.18% | 1.18% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 75,151 | 2,724 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 72,632 | 2,677 | 2.1% | 2.1% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 72,317 | 2,622 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 71,371 | 2,587 | 0.06% | 0.06% | 230 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Financial Network, Inc. | History | No change | 70,319 | 2,549 | 0.08% | 0.08% | 231 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 70,086 | 2,541 | 0.42% | 0.42% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Goldstone Financial Group, LLC | History | No change | 69,623 | 2,524 | 0.23% | 0.23% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 69,264 | 2,511 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | No change | 68,743 | 2,492 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 68,109 | 2,469 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 68,101 | 2,469 | 0.56% | 0.56% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 67,433 | 2,445 | 0.07% | 0.07% | 238 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Indie Asset Partners, LLC | History | No change | 64,993 | 2,356 | 2.26% | 2.26% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 64,872 | 2,352 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 64,534 | 2,339 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WorthPointe, LLC | History | No change | 64,417 | 2,335 | 0.59% | 0.59% | 242 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 64,294 | 2,331 | 0.48% | 0.48% | 243 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blankinship & Foster, LLC | History | No change | 63,987 | 2,320 | 0.47% | 0.47% | 244 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 63,903 | 2,317 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 69,837 | 2,301 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Investment Management | History | No change | 63,014 | 2,284 | 0.78% | 0.78% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 62,222 | 2,256 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 62,240 | 2,256 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 61,233 | 2,220 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 60,940 | 2,209 | 0.14% | 0.14% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 60,826 | 2,205 | 0.21% | 0.21% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 60,547 | 2,195 | 0.25% | 0.25% | 253 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Payne Capital LLC | History | No change | 60,106 | 2,179 | 1.82% | 1.82% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 60,013 | 2,176 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 59,906 | 2,172 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 59,329 | 2,151 | 0.36% | 0.36% | 257 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Winthrop Capital Management, LLC | History | No change | 59,274 | 2,149 | 0.52% | 0.52% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 58,184 | 2,109 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| James J. Burns & Company, LLC | History | No change | 58,031 | 2,104 | 0.23% | 0.23% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valued Wealth Advisors LLC | History | No change | 57,311 | 2,078 | 0.76% | 0.76% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Veridan Wealth LLC | History | No change | 56,626 | 2,053 | 0.7% | 0.7% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAP Partners, LLC | History | No change | 56,616 | 2,052 | 1.0% | 1.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 55,104 | 2,021 | 1.2% | 1.2% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONEYWISE, INC. | History | No change | 55,710 | 2,020 | 0.75% | 0.75% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Holistic Financial Partners | History | No change | 54,589 | 1,979 | 1.21% | 1.21% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 53,885 | 1,953 | 0.12% | 0.12% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Phillip James Consulting Co. | History | No change | 53,830 | 1,951 | 1.3% | 1.3% | 268 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Embree Financial Group | History | No change | 53,226 | 1,929 | 0.19% | 0.19% | 269 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Econ Financial Services Corp | History | No change | 52,753 | 1,912 | 0.89% | 0.89% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 52,563 | 1,905 | 0.4% | 0.4% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BAILARD, INC. | History | No change | 52,250 | 1,894 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 52,159 | 1,891 | 0.65% | 0.65% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 51,442 | 1,865 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 51,184 | 1,855 | 1.32% | 1.32% | 275 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 50,920 | 1,846 | 0.14% | 0.14% | 276 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Diversified Trust Co | History | No change | 50,287 | 1,823 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 50,120 | 1,817 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Foster Group, Inc. | History | No change | 49,883 | 1,808 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 49,613 | 1,798 | 1.43% | 1.43% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 49,396 | 1,791 | 0.18% | 0.18% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 48,556 | 1,760 | 0.87% | 0.87% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balboa Wealth Partners | History | No change | 48,471 | 1,757 | 0.24% | 0.24% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elevated Financial Group LLC | History | No change | 48,133 | 1,745 | 0.48% | 0.48% | 284 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 48,022 | 1,741 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roundview Capital LLC | History | No change | 47,552 | 1,724 | 0.09% | 0.09% | 286 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Opus Capital Group, LLC | History | No change | 47,450 | 1,721 | 0.17% | 0.17% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bell Investment Advisors, Inc | History | No change | 47,418 | 1,719 | 0.25% | 0.25% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meramec Financial Planners, LLC | History | No change | 48,148 | 1,716 | 0.63% | 0.63% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Passive Capital Management, LLC. | History | No change | 52,357 | 1,714 | 0.54% | 0.54% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 46,430 | 1,683 | 0.33% | 0.33% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 46,372 | 1,681 | 0.18% | 0.18% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Family Wealth, LLC | History | No change | 46,096 | 1,671 | 0.3% | 0.3% | 293 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 45,931 | 1,665 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 45,469 | 1,648 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 44,957 | 1,630 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 44,884 | 1,627 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | No change | 44,676 | 1,619 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 44,481 | 1,612 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 44,341 | 1,607 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |